异动解读 | CrowdStrike盈利指引疲软导致股价盘后暴跌9% 背后原因是什么?

异动解读2025-03-05

今日盘后,网络安全龙头CrowdStrike(CRWD)公布了2025财年第四季度财报和下一季度及全年业绩指引。财报显示,第四季度营收和每股收益均超过了分析师的预期,不过下一季度和全年的盈利指引低于市场预期,引发投资者担忧,导致公司股价在盘后大跌9%。

具体来看,CrowdStrike第四季度营收为10.58亿美元,高于市场预期的10.32亿美元,调整后每股收益1.03美元,也超出0.85美元的预期水平。但该公司第一季度营收指引为11亿至11.06亿美元,中间值略低于11.06亿美元的预期,而每股收益指引为0.64-0.66美元,低于预期的0.95美元。

另外,CrowdStrike为2026全年预计营收在47.4亿至48.1亿美元之间,略低于市场预期的47.7亿美元。更令投资者失望的是,该公司全年每股收益指引为3.33-3.45美元,远低于4.42美元的预期水平。这表明尽管营收增长乐观,但高昂的费用支出或将导致公司利润增长面临下行压力,从而引发投资者对公司盈利能力的担忧。

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